Planning Worksheets for SharePoint 2010 and SharePoint 2013

The following downloads are worksheets designed to help plan aspects of a SharePoint 2010 or a SharePoint 2013 implementation, and at the same time ensure that decisions in the design are captured.So, you should use these in conjunction with the development of the following documents:

1: SharePoint User Requirements – these define SharePoint collaborative environments for the users based on their requirements, and provides a fundamental understanding of interconnected tools and applications the organization uses in conjunction with the platform. SharePoint User Requirements also identify where content should be consolidated, reduce and improve data management; reduce duplication and boost productivity as defined by the clients’ vision of SharePoint.

2: SharePoint System Specification (also known as SharePoint Solution Specification) – expands the User Requirements, Planning and Decisions concerning SharePoint as technical requirements. The system specification is a clear, complete and unambiguous set of documentation, describing the SharePoint for the organization in terms of its function, performance, interfaces and design constraints.

The below is divided as follows:

Area – Specific SharePoint area

Link – where the document can be downloaded from

Type – the kind of information captured and which document is more associated with its output. UR = User Requirements, SS = System Specifications

Where it helps – describes the context and areas of SharePoint design gathering these documents can be used. Note that I have also indicated whether the worksheet is for SharePoint 2010 or SharePoint 2013.

I’m going to add some more documents to aid gathering of information relevant to other areas of SharePoint user requirements and system specification. You should also take a look at my user requirements article – that can help you determine the format of those documents and how the above can link.